Vice President & Financial Consultant
Services Offered: Financial Consulting
Location: Somerville, MA
Gregory McLean is a Vice President & Financial Consultant with RT Investment Services. Greg focuses on meeting the wealth management needs of individuals, families, businesses and non-profits in the Metro North area. His mission is to build long-term relationships by taking the time to listen and understand each client’s goals, dreams, and concerns and develop a customized financial security plan tailored to their specific needs.
Prior to joining RT Investment Services, Greg was a Regional Vice President with Advisors Asset Management, as well as a financial advisor with both Merrill Lynch and Morgan Stanley Wealth Management. Greg also worked as a Senior Investment Specialist with John Hancock Financial Services.
Greg received his B.A. in Psychology from Saint Michael’s College. He holds FINRA Series 6, 7, 63 and 65 registrations with LPL Financial, as well as Massachusetts Life Insurance. Greg resides in Melrose with his family.
Rockland Trust Company and RT Investment Services are not registered broker/dealers and are not affiliated with LPL Financial. The LPL Financial Registered Representative associated with this site may only discuss and/or transact securities business with residents of the following states: CA,CT,FL,MA,ME,NH,NM,NY,TX
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Rockland Trust Company and RT Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using RT Investment Services, and may also be employees of Rockland Trust Company. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Rockland Trust Company or RT Investment Services. Securities and insurance offered through LPL or its affiliates are:
Not Insured by FDIC or Any Other Government Agency / Not Rockland Trust Guaranteed /
Not Rockland Trust Deposits or Obligations / May Lose Value